Q: Do you have any comments on company's reported results?
Thanks
Thanks
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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BlackRock Inc. (BLK $953.49)
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KKR & Co. Inc. (KKR $89.65)
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Blackstone Inc. (BX $111.30)
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Apollo Global Management Inc. (APO $110.55)
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Ares Management Corporation Class A (ARES $106.09)
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Brookfield Corporation Class A Limited Voting Shares (BN $52.92)
Q: Do you see any compelling investments in these asset managers that have experienced large drawdowns? Currently, I am only holding BN at a 5.3% core holding, big fan of their investment strategy, allocation, themes and Bruce Flatt. Out of the other names listed, they all have strong returns over the long term. Would you be a buyer of any of these currently or should I just stick with BN over the long term? How would you rank them now? What is the max allocation to BN one should have for the long term? I know you are very comfortable with this name. Thanks!
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Bank of America Corporation (BAC $46.69)
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Citigroup Inc. (C $109.13)
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Goldman Sachs Group Inc. (The) (GS $803.22)
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JPMorgan Chase & Co. (JPM $286.29)
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Morgan Stanley (MS $157.33)
Q: which american large bank do you find the best for a long term hold ? I currently hold jpm. Should I add to that or take a position in another bank.
Great service you provide. Thank you
Great service you provide. Thank you
Q: What happens to all the outstanding GLXY shares on TSX will all of them will be converted to US listings. Do you think stocks will go down due to this incident.
Thanks for the great service
Thanks for the great service
Q: Can a cord has now settled it US problem and it's looking into the possible sale of the UK division. Stock is down a couple of dollars in the last couple of weeks. Do you believe this would be a good entry time. But it's your thoughts on this company.
Q: Why the ROC and share consolidation?
Q: A note to JR re. GSY and PRL,
Thank you for the comment. I commented about the ethics of GSY last week and I regretted it afterward. It was one of those notes that is better to reflect upon that send. Your points are good and valid.
Peter
Thank you for the comment. I commented about the ethics of GSY last week and I regretted it afterward. It was one of those notes that is better to reflect upon that send. Your points are good and valid.
Peter
Q: With goeasy’s stock under intense pressure, I’m looking at the ownership structure: David Ingram and Don Johnson control more than a fifth of the company and have been through multiple credit cycles as long-term holders. Given Don Johnson’s reputation for financial acumen and his deep roots in the industry, is it fair to interpret their lack of selling as a signal that the underlying book value remains intact? Or do you believe the LendCare charge-offs represent a structural shift that even veteran insider conviction can't offset?
Q: Not a question but rather an observation: please don’t knock down legal regulated businesses that lend to people that can’t get loans like people with assets. I can get an interest rate that the poor people can only dream about.
Otherwise they would have to borrow from loan sharks in the underground economy.
I get enormous benefits from credit cards points but that is really on the backs of less well to do cc users.
One very well known head of state always was treated like a VIP by most banks. Was that justified? Look where that got us.
Otherwise they would have to borrow from loan sharks in the underground economy.
I get enormous benefits from credit cards points but that is really on the backs of less well to do cc users.
One very well known head of state always was treated like a VIP by most banks. Was that justified? Look where that got us.
Q: between the 2 credit card companies, which is presently the better buy. my metric is present dividend yield compared to
5yr low, 5yr high, 5yr median and
10yr low, 10yr high and 10yr median.
Please provide me those numbers.
Do you have an opinion about a different or more insightful metric to consider?
5yr low, 5yr high, 5yr median and
10yr low, 10yr high and 10yr median.
Please provide me those numbers.
Do you have an opinion about a different or more insightful metric to consider?
Q: Hello 5I team: Caught between a rock and a hard place with this one Feel I should have know better than to hang on so long.Now at 34$ am down 70% .So if I sell their will not be much capital left to make up for this loss any time soon.Do you feel this company will come back and a hold makes any sense in this context. Thanks Larry
Q: Long time holder of ONEX. The 10 year chart is less then inspiring, could I get your opinion of this company. Continue to hold or move on? Thanks Ron
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Galaxy Digital Inc. Class A common stock (GLXY $28.55)
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Coinbase Global Inc (COIN $197.26)
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Galaxy Digital Inc. (GLXY $20.82)
Q: For investors already active in US names, would you endorse continuing to hold GLXY into and after the TSX de-listing? Or, for example, do you feel there are more compelling names in the US crypto space to consider for a portfolio?
Q: Just a thought, I looked at buying this years ago but didn't because it seemed to be making profits with borrowers who could not afford the loans received. Nothing illegal but not not necessarily ethical.
If a company operates in this market the leadership may at times stretch the ethical and legal limits of governance.
If a company operates in this market the leadership may at times stretch the ethical and legal limits of governance.
Q: Hi!
Warts and all, please suggest a share price for goeasy that is compelling....2-3 year hold.
Cheers,
David
Warts and all, please suggest a share price for goeasy that is compelling....2-3 year hold.
Cheers,
David
Q: This is not a question, have watched what has happened with GSY over last few days and very sad to see it, I owned it since March of 2020 and was very happy with it performance, sold about half a couple years ago at over $150, was a little worried with what was happening in early to mid-Jan., this year so sold remainder Jan 20th, so happy I didn't get caught up in this situation, fell sorry for all the retail investors that have now been.
Q: Sorry another Go Easy question.
What will Go Easy’s future borrowing costs be going forward? My understanding is that they issue bonds for longer term borrowing and have a syndicate of banks for short term credit. Will this kill any prospects for recovery once the bad debts work their way through the system?
What will Go Easy’s future borrowing costs be going forward? My understanding is that they issue bonds for longer term borrowing and have a syndicate of banks for short term credit. Will this kill any prospects for recovery once the bad debts work their way through the system?
Q: Thoughts on the quarter please?
Thx
Thx
Q: Where do you see support for Brookfield Corp.?It has been incredibly weak …For a normal weighted position would you be a buyer or seller here?
Q: Would you continue to hold this stock in a US$ account(TFSA)? I recall that you once stated that this stock could be a 10 bagger given time?